Nova Wealth Management Inc. Portfolio
Invests via Nova Wealth Management Inc. | Managed by Amy Christine Novakovich, James Peter Novakovich III, Tamara Laura Clingan, Stephen Herrington, Scott Nelson, Judd J. Garrett
Invests via Nova Wealth Management Inc.
Managed by Amy Christine Novakovich, James Peter Novakovich III, Tamara Laura Clingan, Stephen Herrington, Scott Nelson, Judd J. Garrett
Automatically Tracked
Company Profile
A boutique wealth manager specializing in comprehensive advisory and discretionary portfolio services for high-net-worth individuals and small institutions. Nova Wealth Management Inc. manages multi-asset portfolios with emphasis on tax-aware strategies, retirement planning and direct equity selection. The firm positions itself as a close-advisor, blending financial planning, risk management and customized alternative allocations for concentrated-client mandates.
A boutique wealth manager specializing in comprehensive advisory and discretionary portfolio services for high-net-worth individuals and small institutions. Nova Wealth Management Inc. manages multi-asset portfolios with emphasis on tax-aware strategies, retirement planning and direct equity selection. The firm positions itself as a close-advisor, blending financial planning, risk management and customized alternative allocations for concentrated-client mandates.
Investment Philosophy & Strategy
A boutique wealth manager specializing in comprehensive advisory and discretionary portfolio services for high-net-worth individuals and small institutions. Nova Wealth Management Inc. manages multi-asset portfolios with emphasis on tax-aware strategies, retirement planning and direct equity selection. The firm positions itself as a close-advisor, blending financial planning, risk management and customized alternative allocations for concentrated-client mandates.
A boutique wealth manager specializing in comprehensive advisory and discretionary portfolio services for high-net-worth individuals and small institutions. Nova Wealth Management Inc. manages multi-asset portfolios with emphasis on tax-aware strategies, retirement planning and direct equity selection. The firm positions itself as a close-advisor, blending financial planning, risk management and customized alternative allocations for concentrated-client mandates.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
3.04%
Gain
Monthly
0.16%
Yearly
1.96%
Drawdown
23.69%
$175.09M
Equity
Holdings
$175.09M
Investment
$141.85M
$36.77M
Profit -$1.54M
Realized
$3.53M
Unrealized
$33.23M
Dividends
$2.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.54M
Win %
78%
This Week
Compared To Last Week
Gain
-1.27%
Profit
-$2.26M
Win %
78%
This Month
Compared to last month
Gain
-1.56%
Profit
-$2.78M
Win %
78%
This Year
Compared to last year
Gain
14.02%
Profit
$21.53M
Win %
74%
ABT Abbott Laboratories
+10.48%
+$2,151.65 
CTAS Cintas Corporation
+7.41%
+$570.4 
JBHT J.B. Hunt Transport Services, Inc.
+7.03%
+$97.15 
DXCM DexCom, Inc.
+7.03%
+$40.89 
MCK McKesson Corporation
+5.92%
+$283.08 
INTU Intuit Inc.
+5.45%
+$3,460.84 
DG Dollar General Corporation
+5.42%
+$190.82 
ACN Accenture plc Class A
+5.08%
+$891.52 
ODFL Old Dominion Freight Line, Inc.
+4.67%
+$10,435.84 
ADBE Adobe Inc.
+4.54%
+$2,476.17 
ADSK Autodesk, Inc.
+4.44%
+$46.35 
SJM The J.M. Smucker Company
+4.38%
+$740.9 
PAYX Paychex Inc.
+4.27%
+$686.2 
BSX Boston Scientific Corporation
+4.21%
+$137.56 
ORLY O'Reilly Automotive Inc.
+4.01%
+$355.05 
IBM International Business Machines Corporation
+3.97%
+$125.73 
NKE Nike, Inc. - Class B
+3.85%
+$863.62 
AHR American Healthcare REIT, Inc.
+3.75%
+$6,337.66 
PM Philip Morris International Inc.
+3.74%
+$615.16 
MRK Merck & Co., Inc.
+3.72%
+$413.55 
OMC Omnicom Group Inc.
+3.67%
+$4,622.59 
PLD Prologis Inc.
+3.65%
+$115.28 
QSR Restaurant Brands International Inc.
+3.65%
+$40.65 
CRM Salesforce Inc
+3.62%
+$1,210 
ADP Automatic Data Processing Inc.
+3.6%
+$793.88 
ZTS Zoetis Inc.
+3.54%
+$232.32 
UHS Universal Health Services, Inc.
+3.48%
+$36.05 
ITW Illinois Tool Works Inc.
+3.47%
+$763.02 
ABBV AbbVie Inc.
+3.44%
+$285.26 
O Realty Income Corporation
+3.42%
+$73.61 
SOLV Solventum Corporation
+3.41%
+$896.12 
T AT&T Inc.
+3.31%
+$16.31 
FND Floor & Decor Holdings, Inc.
+3.3%
+$35.34 
ROST Ross Stores, Inc.
+3.28%
+$251.77 
WPC W. P. Carey Inc.
+3.24%
+$490.35 
AMGN Amgen Inc.
+3.15%
+$811.8 
SAP SAP SE Sponsored ADR
+3.07%
+$110.17 
CPRT Copart Inc.
+3.04%
+$273.9 
MPC Marathon Petroleum Corporation
+3.02%
+$63.28 
WELL Welltower Inc.
+2.99%
+$174.25 
PSX Phillips 66
+2.99%
+$1,002.06 
PRGS Progress Software Corporation
+2.97%
+$115.5 
PEP PepsiCo, Inc.
+2.94%
+$397.95 
ISRG Intuitive Surgical, Inc.
+2.93%
+$147.94 
COST Costco Wholesale Corporation
+2.92%
+$6,809.16 
EPR EPR Properties
+2.91%
+$1,750 
CL Colgate-Palmolive Company
+2.9%
+$361.08 
GILD Gilead Sciences Inc.
+2.85%
+$188 
KO The Coca-Cola Company
+2.84%
+$295.47 
MRSH Marsh & McLennan Companies, Inc.
+2.81%
+$1,534.5 
TJX The TJX Companies, Inc.
+2.73%
+$296.64 
GEHC GE HealthCare Technologies Inc.
+2.72%
+$34.4 
XLP Consumer Staples Select Sector SPDR Fund
+2.71%
+$17,420.08 
IYK iShares U.S. Consumer Staples ETF
+2.69%
+$10,829.09 
PB Prosperity Bancshares Inc.
+2.68%
+$126.1 
SBUX Starbucks Corporation
+2.63%
+$526.3 
AZO AutoZone Inc.
+2.63%
+$156.42 
FSTA Fidelity MSCI Consumer Staples Index ETF
+2.62%
+$21,839.88 
WTW Willis Towers Watson Public Limited Company
+2.62%
+$156.71 
KRE SPDR S&P Regional Banking ETF
+2.6%
+$137.9 
VDC VANGUARD CONSUMER STAPLES ETF
+2.56%
+$14,435.34 
SPGI S&P Global Inc.
+2.56%
+$522.56 
SNDA Sonida Senior Living Inc.
+2.53%
+$1,183.05 
SPG Simon Property Group, Inc.
+2.52%
+$173.29 
GSK GSK plc Sponsored ADR
+2.52%
+$116.55 
AJG Arthur J. Gallagher & Co.
+2.5%
+$99.2 
MCD McDonald's Corporation
+2.48%
+$407.96 
MA Mastercard Incorporated
+2.43%
+$3,783 
FXG First Trust Consumer Staples AlphaDEX Fund
+2.41%
+$8,048.95 
WMT Walmart Inc.
+2.41%
+$2,849.66 
HDV iShares Core High Dividend ETF
+2.37%
+$2,577.43 
FDL First Trust Morningstar Dividend Leaders Index Fund
+2.25%
+$120.37 
XMLV Invesco S&P MidCap Low Volatility ETF
+2.21%
+$2,809.89 
FITB Fifth Third Bancorp
+2.21%
+$14.08 
XLV Health Care Select Sector SPDR Fund
+2.17%
+$198.94 
MCO Moody's Corporation
+2.16%
+$130.68 
LOW Lowe's Companies Inc.
+2.14%
+$2,638.57 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.14%
+$240 
PPG PPG Industries Inc.
+2.13%
+$139.94 
MSFT Microsoft Corp.
+2.13%
+$34,723.63 
PRU Prudential Financial, Inc.
+2.12%
+$287.92 
FSK FS KKR Capital Corp.
+2.1%
+$369.48 
SR Spire Inc.
+2.06%
+$382.8 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+2.04%
+$19,950.56 
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF
+2.04%
+$294.12 
CSL Carlisle Companies Inc.
+2%
+$117.3 
NLOP Net Lease Office Properties.
+1.97%
+$3.6 
V Visa Inc. Class A
+1.96%
+$8,037.45 
UNH UnitedHealth Group Incorporated
+1.93%
+$1,724.84 
IYH iShares U.S. Healthcare ETF
+1.89%
+$126.5 
EG Everest Group, Ltd.
+1.88%
+$343 
ONEY SPDR Russell 1000 Yield Focus ETF
+1.88%
+$486 
NVO Novo Nordisk A/S Sponsored ADR
+1.87%
+$14.18 
KIE SPDR S&P Insurance ETF
+1.84%
+$2,288.86 
VSNT Versant Media Group, Inc.
+1.83%
+$2.64 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.82%
+$6,411.9 
COWZ Pacer US Cash Cows 100 ETF
+1.8%
+$5,110.6 
RTH VanEck Retail ETF
+1.79%
+$184.9 
CAH Cardinal Health Inc.
+1.78%
+$76.19 
PG Procter & Gamble Co
+1.78%
+$547.37 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.77%
+$150.8 
FHLC Fidelity MSCI Health Care Index ETF
+1.77%
+$41.1 
CHE Chemed Corporation
+1.77%
+$87.2 
URI United Rentals, Inc.
+1.75%
+$3,705.69 
EXC Exelon Corporation
+1.75%
+$13.6 
XLRE The Real Estate Select Sector SPDR Fund
+1.74%
+$47.27 
AMLP Alerian MLP ETF
+1.71%
+$2,197.41 
ICE Intercontinental Exchange, Inc.
+1.69%
+$101.48 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.69%
+$258.05 
TGT Target Corporation
+1.68%
+$250.56 
TFC Truist Financial Corporation
+1.68%
+$23.01 
VHT Vanguard Health Care ETF
+1.67%
+$124.75 
FISV Fiserv, Inc.
+1.65%
+$371.75 
KMI Kinder Morgan, Inc.
+1.63%
+$154.35 
IGR CBRE Global Real Estate Income Fund
+1.61%
+$592.27 
MPLX MPLX LP
+1.61%
+$102.83 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+1.6%
+$7,738.74 
CVX Chevron Corporation
+1.59%
+$1,456.56 
XMVM Invesco S&P MidCap Value with Momentum ETF
+1.59%
+$353.43 
FTCS First Trust Capital Strength ETF
+1.59%
+$3,184.2 
DVY iShares Select Dividend ETF
+1.58%
+$151.8 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.57%
+$911.02 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.56%
+$2,884.05 
AUSF Global X Adaptive U.S. Factor ETF
+1.53%
+$15,057.35 
EPD Enterprise Products Partners L.P.
+1.52%
+$2,823.21 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
+1.51%
+$2,293.09 
GWW W.W. Grainger, Inc.
+1.51%
+$433.65 
VRTX Vertex Pharmaceuticals Incorporated
+1.5%
+$100.38 
AWP abrdn Global Premier Properties Fund
+1.5%
+$423.9 
CB Chubb Limited
+1.49%
+$478.32 
TM Toyota Motor Corporation
+1.49%
+$216.48 
DRLL Strive U.S. Energy ETF
+1.49%
+$53.5 
SCNX Scienture Holdings Inc.
+1.47%
+$0.18 
LLY Eli Lilly and Company
+1.45%
+$4,269.74 
SPH Suburban Propane Partners L.P.
+1.44%
+$15.6 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
+1.41%
+$2,179.33 
PTMN Portman Ridge Finance Corporation
+1.41%
+$431.8 
NVS Novartis AG Sponsored ADR
+1.4%
+$80.18 
CWS AdvisorShares Focused Equity ETF
+1.4%
+$6,513.55 
CHWY Chewy Inc.
+1.39%
+$27.14 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.38%
+$1,193.38 
FXD First Trust Consumer Discretionary AlphaDEX Fund
+1.37%
+$80.42 
AAPL Apple Inc.
+1.36%
+$20,625.75 
TPYP Tortoise North American Pipeline Fund
+1.35%
+$12,596.44 
MLPX Global X MLP & Energy Infrastructure ETF
+1.34%
+$14,172.44 
SHW The Sherwin-Williams Company
+1.33%
+$53.22 
HTGC Hercules Capital Inc.
+1.3%
+$529.58 
BRSP BrightSpire Capital Inc.
+1.29%
+$336.84 
AFL Aflac Inc.
+1.28%
+$358.05 
RFV Invesco S&P MidCap 400 Pure Value ETF
+1.27%
+$29.89 
ELAN Elanco Animal Health Incorporated
+1.27%
+$29.25 
USB U.S. Bancorp
+1.27%
+$111.2 
FXO First Trust Financials AlphaDEX Fund
+1.27%
+$3,777.77 
XLE Energy Select Sector SPDR Fund
+1.26%
+$1,520.82 
XOM Exxon Mobil Corporation
+1.25%
+$2,854.8 
VDE Vanguard Energy ETF
+1.23%
+$229.32 
KRP Kimbell Royalty Partners, LP
+1.23%
+$1,112.94 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.21%
+$1,049.36 
KKR KKR & Co. Inc.
+1.2%
+$52.03 
TRV The Travelers Companies, Inc.
+1.2%
+$468.86 
JNJ Johnson & Johnson
+1.19%
+$1,109.43 
IYE iShares U.S. Energy ETF
+1.18%
+$813.55 
EES WisdomTree U.S. SmallCap Fund
+1.18%
+$42.41 
MET MetLife Inc.
+1.17%
+$123.12 
HD The Home Depot, Inc.
+1.17%
+$4,232.07 
EOG EOG Resources, Inc.
+1.16%
+$334.95 
AVUV Avantis U.S. Small Cap Value ETF
+1.16%
+$108 
FENY Fidelity MSCI Energy Index ETF
+1.13%
+$37.27 
NLY Annaly Capital Management, Inc.
+1.12%
+$67.34 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.12%
+$1,149.42 
OSK Oshkosh Corporation
+1.12%
+$44.01 
ECL Ecolab Inc.
+1.11%
+$194.35 
MAGA Point Bridge America First ETF
+1.1%
+$290.16 
FDX FedEx Corporation
+1.06%
+$326.34 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+1%
+$14,438.12 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$353.4 
SO The Southern Company
+0.98%
+$63.24 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+0.98%
+$45.34 
IAK iShares U.S. Insurance ETF
+0.98%
+$2,347.38 
EMR Emerson Electric Co.
+0.98%
+$218.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.97%
+$227.85 
DUK Duke Energy Corporation
+0.96%
+$362.4 
EMLP First Trust North American Energy Infrastructure Fund
+0.96%
+$4,621.26 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.95%
+$247.9 
UBER Uber Technologies, Inc.
+0.95%
+$309.81 
DE Deere & Company
+0.9%
+$58.52 
WTV WisdomTree U.S. Value Fund
+0.9%
+$4,742.3 
IWS iShares Russell Mid-Cap Value ETF
+0.88%
+$367.09 
USVM VictoryShares US Small Mid Cap Value Momentum ETF
+0.87%
+$5,348.68 
FXN First Trust Energy AlphaDEX Fund
+0.86%
+$1,135.62 
QLV FlexShares US Quality Low Volatility Index Fund
+0.85%
+$20.3 
VRTS Virtus Investment Partners Inc.
+0.84%
+$193.12 
PKW Invesco BuyBack Achievers ETF
+0.83%
+$2,381.82 
NFLX Netflix, Inc.
+0.82%
+$896.79 
LIN Linde plc
+0.78%
+$261.03 
KNGZ FT S&P 500 Dividend Aristocrats ETF
+0.77%
+$189.41 
BBDC Barings BDC Inc.
+0.76%
+$295.75 
IXC iShares Global Energy ETF
+0.74%
+$298.74 
MLM Martin Marietta Materials, Inc.
+0.73%
+$29.19 
RSP Invesco S&P 500 Equal Weight ETF
+0.73%
+$218.4 
PFM Invesco Dividend Achievers ETF
+0.73%
+$920.13 
GSBD Goldman Sachs BDC Inc.
+0.73%
+$204.75 
IVE ISHARES S&P 500 VALUE ETF
+0.73%
+$25.12 
INVA Innoviva Inc.
+0.72%
+$7.94 
WMB The Williams Companies, Inc.
+0.71%
+$14.76 
LUV Southwest Airlines Co.
+0.69%
+$30.26 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.66%
+$23,595.97 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$604.44 
COF Capital One Financial Corporation
+0.63%
+$221.39 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.6%
+$25.5 
FE FirstEnergy Corp.
+0.6%
+$15.95 
SHEL Shell plc
+0.59%
+$40 
TNGY Tortoise Energy Fund, Inc.
+0.59%
+$5.64 
AMT American Tower Corporation
+0.58%
+$53.9 
SQ Block, Inc.
+0.57%
+$92.12 
FXU First Trust Utilities AlphaDEX Fund
+0.56%
+$999.08 
RWL Invesco S&P 500 Revenue ETF
+0.54%
+$5,292.44 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$35.84 
EQWL Invesco S&P 100 Equal Weight ETF
+0.51%
+$3,277.62 
WEC WEC Energy Group Inc.
+0.51%
+$84.36 
GD General Dynamics Corporation
+0.5%
+$122.61 
HON Honeywell International Inc.
+0.5%
+$1.67 
APO Apollo Global Management, Inc.
+0.47%
+$81.65 
PTY PIMCO Corporate & Income Opportunity Fund
+0.46%
+$166.37 
SNOW Snowflake Inc.
+0.45%
+$430.5 
FDVV Fidelity High Dividend ETF
+0.45%
+$4,341.12 
MMM 3M Company
+0.41%
+$422.49 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.4%
+$1,658.75 
PDI Pimco Dynamic Income Fund
+0.4%
+$195.13 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$308.95 
PSCX Pacer Swan SOS Conservative ETF
+0.38%
+$1,580.2 
ARLP Alliance Resource Partners, L.P.
+0.37%
+$184.95 
ROK Rockwell Automation, Inc.
+0.37%
+$10.14 
TMO Thermo Fisher Scientific Inc.
+0.35%
+$292.6 
EWU iShares MSCI United Kingdom ETF
+0.33%
+$13.48 
NOW ServiceNow, Inc.
+0.32%
+$112.56 
TBPH Theravance Biopharma Inc.
+0.31%
+$2.19 
LMT Lockheed Martin Corporation
+0.31%
+$932.2 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.3%
+$786.47 
XLB Materials Select Sector SPDR Fund
+0.3%
+$9.9 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$135.83 
WFC Wells Fargo & Company
+0.28%
+$139.65 
FNCL Fidelity MSCI Financials Index ETF
+0.26%
+$2,682.75 
STLD Steel Dynamics Inc.
+0.26%
+$179.95 
CNP CenterPoint Energy Inc.
+0.26%
+$1.43 
IWR iShares Russell Mid-Cap ETF
+0.26%
+$198.52 
MDY SPDR S&P MidCap 400 ETF Trust
+0.25%
+$26.25 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.24%
+$20.72 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$223.65 
BMEZ BlackRock Health Sciences Trust II
+0.23%
+$91.53 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+0.19%
+$679.37 
TOL Toll Brothers Inc
+0.18%
+$105.56 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.18%
+$102.51 
IMO Imperial Oil Limited
+0.17%
+$378 
IDU iShares U.S. Utilities ETF
+0.17%
+$317.49 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.14%
+$1,897.2 
MAR Marriott International Inc. - Class A
+0.12%
+$12.9 
AXP American Express Company
+0.1%
+$4.32 
DJUL FT Vest US Equity Deep Buffer Fund
+0.1%
+$2,796.84 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.08%
+$93.42 
PNC The PNC Financial Services Group, Inc.
+0.06%
+$29.68 
PLTR Palantir Technologies Inc.
+0.04%
+$929.39 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$49.24 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$0.87 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.03%
+$3 
LVHI Franklin International Low Volatility High Dividend ETF
+0.02%
+$727.77 
DEED First Trust TCW Securitized Plus ETF
+0.02%
+$0.75 
XLU Utilities Select Sector SPDR Fund
+0.02%
+$8.42 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$1.52 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$1.03 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$0.63 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$0.9 
FTCB First Trust Core Investment Grade ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VALWS
0%
$0 
UAMY United States Antimony Corporation
-12.5%
-$2,444.96 
GLW Corning Incorporated
-10.63%
-$241.02 
APLD Applied Digital Corporation
-9.97%
-$825.08 
MRVL Marvell Technology, Inc.
-9.02%
-$4,259.49 
CRDO Credo Technology Group Holding Ltd.
-8.62%
-$6,446.75 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-8.61%
-$1,780.91 
UUUU Energy Fuels Inc.
-8.6%
-$201.65 
ARM Arm Holdings plc American Depositary Receipt
-7.17%
-$3,971.68 
SMCI Super Micro Computer Inc
-7.05%
-$668.93 
AMD Advanced Micro Devices, Inc.
-6.38%
-$84,256.15 
QBTS D-Wave Quantum Inc.
-6.29%
-$22.99 
INTC Intel Corporation
-6.12%
-$107.19 
IONQ IonQ, Inc.
-6.08%
-$399 
MU Micron Technology, Inc.
-5.89%
-$1,916.64 
GE General Electric Company
-5.81%
-$3,850.2 
LEU Centrus Energy Corp.
-5.61%
-$606.16 
LRCX Lam Research Corporation
-5.3%
-$1,777.99 
MS Morgan Stanley
-5.27%
-$1,589.28 
GS The Goldman Sachs Group, Inc.
-5.18%
-$417.83 
CAVA Cava Group Inc.
-5.05%
-$140.8 
VRT Vertiv Holdings Co
-5.03%
-$1,793.61 
MCHP Microchip Technology Incorporated
-4.94%
-$97.98 
NLR VanEck Uranium and Nuclear ETF
-4.84%
-$2,793.1 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-4.81%
-$1.77 
ORCL Oracle Corporation
-4.79%
-$1,428.75 
TRFK Pacer Data and Digital Revolution ETF
-4.78%
-$1,687.12 
JOBY Joby Aviation, Inc.
-4.64%
-$185.4 
NEM Newmont Corporation
-4.53%
-$189.64 
AVGO Broadcom Inc.
-4.51%
-$81,051.29 
ETN Eaton Corporation plc
-4.28%
-$476.55 
CI The Cigna Group
-4.26%
-$355.04 
QCOM QUALCOMM Incorporated
-4.08%
-$2,686.9 
SMH VanEck Semiconductor ETF
-3.96%
-$15,564.33 
HWM Howmet Aerospace Inc.
-3.8%
-$785.88 
SLV iShares Silver Trust
-3.76%
-$1,473.75 
NXPI NXP Semiconductors N.V.
-3.68%
-$51.3 
PRN Invesco Dorsey Wright Industrials ETF
-3.67%
-$23,818.5 
TXN Texas Instruments Inc
-3.55%
-$502.67 
GEV GE Vernova Inc.
-3.36%
-$1,170.18 
SPMO Invesco S&P 500 Momentum ETF
-3.34%
-$366,110.76 
CMI Cummins Inc.
-3.29%
-$87.52 
PWR Quanta Services Inc.
-3.28%
-$4,407.03 
AMAT Applied Materials, Inc.
-3.25%
-$320.65 
COIN Coinbase Global, Inc.
-3.25%
-$163.2 
CEG Constellation Energy Corporation
-3.15%
-$2,933.12 
QTUM Defiance Quantum ETF
-3.12%
-$118,569.1 
USA Liberty All Star Equity Fund
-3.09%
-$1,177.15 
HUM Humana Inc.
-3.01%
-$196.32 
GOOG Alphabet Inc
-2.99%
-$4,997.13 
XAR SPDR S&P Aerospace & Defense ETF
-2.97%
-$21,657.58 
GOOGL Alphabet Inc
-2.97%
-$46,508.04 
AIQ Global X Artificial Intelligence & Technology ETF
-2.93%
-$132.46 
ITA iShares U.S. Aerospace & Defense ETF
-2.92%
-$36,859.8 
ADI Analog Devices, Inc.
-2.86%
-$1,399.06 
SPHB Invesco S&P 500 High Beta ETF
-2.84%
-$36,360.45 
APP AppLovin Corporation Class A Common Stock
-2.82%
-$63.75 
THNQ Robo Global Artificial Intelligence ETF
-2.81%
-$29.4 
ETH Ethan Allen Interiors Inc
-2.81%
-$84.97 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.7%
-$557.69 
ETHE Grayscale Ethereum Trust ETF
-2.67%
-$791.4 
VFMO Vanguard U.S. Momentum Factor Fund
-2.63%
-$47,311.34 
NVDA NVIDIA Corporation
-2.61%
-$112,300.95 
ANET Arista Networks, Inc.
-2.59%
-$1,899.96 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.58%
-$169.26 
CSCO Cisco Systems, Inc.
-2.51%
-$1,326.32 
IXN iShares Global Tech ETF
-2.5%
-$10,873.84 
BWA BorgWarner Inc.
-2.42%
-$17.05 
APH Amphenol Corporation
-2.41%
-$11,779.32 
XLK State Street Technology Select Sector SPDR ETF
-2.36%
-$120,233.76 
IETC iShares U.S. Tech Independence Fund
-2.33%
-$7,879.38 
PWB Invesco Large Cap Growth ETF
-2.31%
-$139.84 
C Citigroup Inc.
-2.28%
-$440.44 
FXL First Trust Technology AlphaDEX Fund
-2.22%
-$1,006.88 
NTRS Northern Trust Corporation
-2.16%
-$557.08 
IYW iShares U.S. Technology ETF
-2.16%
-$78,652.64 
FDMO Fidelity Momentum Factor ETF
-2.15%
-$29,350.88 
XMMO Invesco S&P MidCap Momentum ETF
-2.1%
-$4,785.4 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-2.09%
-$26,996.8 
META Meta Platforms Inc Class A
-2.06%
-$2,933.32 
IEMG iShares Core MSCI Emerging Markets ETF
-2.03%
-$2,015.52 
VGT Vanguard Information Technology ETF
-2%
-$26,189.2 
KLAC KLA Corporation
-1.98%
-$845.5 
FTEC Fidelity MSCI Information Technology Index ETF
-1.98%
-$75,550.62 
FITE SPDR S&P Kensho Future Security ETF
-1.95%
-$437.68 
MOH Molina Healthcare Inc.
-1.95%
-$45.4 
IWY iShares Russell Top 200 Growth ETF
-1.93%
-$95,138.4 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$5,316.48 
VONG Vanguard Russell 1000 Growth Fund
-1.89%
-$454.55 
PONY Pony AI Inc.
-1.89%
-$0.14 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.87%
-$42,251.55 
XRPC Canary XRP ETF
-1.87%
-$580.8 
XRPZ Franklin XRP ETF
-1.87%
-$1,035.67 
UTES Virtus Reaves Utilities ETF
-1.86%
-$14,457.65 
HEI.A Heico Corporation
-1.86%
-$84.69 
EIS iShares MSCI Israel ETF
-1.85%
-$875.52 
GLD SPDR Gold Shares
-1.84%
-$14,014.8 
BNY BlackRock New York Municipal Income Trust
-1.83%
-$418.77 
IAU iShares Gold Trust
-1.82%
-$20,805.52 
GLDM SPDR Gold MiniShares Trust
-1.81%
-$19,965.51 
ILCG iShares Morningstar Growth ETF
-1.74%
-$352.62 
PJT PJT Partners Inc.
-1.73%
-$14.6 
FAD First Trust Multi Cap Growth Fund
-1.61%
-$19,883.33 
QQQM Invesco NASDAQ 100 ETF
-1.61%
-$1,004.36 
QQQ Invesco QQQ Trust, Series 1
-1.59%
-$38,001.38 
HLT Hilton Worldwide Holdings Inc.
-1.58%
-$140.53 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.58%
-$1,337.6 
PTNQ Pacer Trendpilot 100 ETF
-1.55%
-$486.78 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.55%
-$3,321.75 
DASH DoorDash, Inc.
-1.53%
-$11.66 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.53%
-$616 
CMC Commercial Metals Company
-1.53%
-$1,493.5 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.47%
-$587.77 
IWP iShares Russell Mid-Cap Growth ETF
-1.45%
-$4,565.47 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.42%
-$59.74 
CRWD CrowdStrike Holdings, Inc.
-1.42%
-$4,893.94 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.42%
-$831.12 
DLR Digital Realty Trust, Inc.
-1.4%
-$7.41 
GARP iShares MSCI USA Quality GARP ETF
-1.39%
-$15,961.25 
VOT Vanguard Mid-Cap Growth ETF
-1.35%
-$24,218.88 
SPOT Spotify Technology S.A.
-1.34%
-$169.26 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.33%
-$86.83 
BA Boeing Company
-1.33%
-$1,469.55 
CDNS Cadence Design Systems, Inc.
-1.31%
-$106.7 
BITB Bitwise Bitcoin ETF
-1.3%
-$152.72 
AMG Affiliated Managers Group Inc.
-1.29%
-$63.7 
GBTC Grayscale Bitcoin Trust ETF
-1.29%
-$942.5 
RTX RTX Corporation
-1.28%
-$461.84 
VUG Vanguard Growth ETF
-1.28%
-$544.32 
BTC Grayscale Bitcoin Mini Trust ETF
-1.27%
-$91.25 
SPEM SPDR Portfolio Emerging Markets ETF
-1.27%
-$64.19 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-1.25%
-$5,057.96 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.2%
-$7,326.32 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-1.18%
-$79.24 
JPM JPMorgan Chase & Co.
-1.18%
-$13,100.88 
BLK BlackRock, Inc.
-1.17%
-$372.36 
BITO ProShares Bitcoin ETF
-1.16%
-$30.75 
HRZN Horizon Technology Finance Corporation
-1.16%
-$204.71 
SFY SoFi Select 500 ETF
-1.15%
-$34,408.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$338.1 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.14%
-$150.34 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.13%
-$120.4 
EFG iShares MSCI EAFE Growth ETF
-1.12%
-$249.79 
TSLA Tesla, Inc.
-1.1%
-$6,299.93 
SNPS Synopsys, Inc.
-1.1%
-$158.95 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-1.08%
-$20,546.79 
ASML ASML Holding N.V. New York Registry Shares
-1.05%
-$189.95 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.04%
-$43.42 
FHI Federated Hermes Inc.
-1.03%
-$31 
TDG TransDigm Group Inc.
-1.02%
-$37.78 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
-1.01%
-$20,623.43 
BKR Baker Hughes Company
-1%
-$41.05 
LHX L3Harris Technologies, Inc.
-0.99%
-$198.1 
SLB Schlumberger Limited
-0.98%
-$30.23 
SPHQ Invesco S&P 500 Quality ETF
-0.98%
-$84.84 
XSMO Invesco S&P SmallCap Momentum ETF
-0.96%
-$20,655.85 
CSQ Calamos Strategic Total Return Fund
-0.94%
-$1,100.49 
AMZN Amazon.com Inc
-0.94%
-$14,527.2 
DWMF WisdomTree International Multifactor Fund
-0.91%
-$2,115.76 
TEL TE Connectivity plc
-0.87%
-$350 
TMFC Motley Fool 100 Index ETF
-0.85%
-$142.71 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
-0.82%
-$9,094.06 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.82%
-$6,610.5 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$2,263.94 
RY Royal Bank of Canada
-0.77%
-$42 
WBD Warner Bros. Discovery, Inc.
-0.75%
-$61.52 
YUM Yum! Brands, Inc.
-0.74%
-$5.62 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.73%
-$3.06 
VT Vanguard Total World Stock ETF
-0.73%
-$2,582.9 
FIDU Fidelity MSCI Industrials Index ETF
-0.73%
-$5,782 
IWL iShares Russell Top 200 ETF
-0.73%
-$191.1 
MGC Vanguard Mega Cap ETF
-0.69%
-$192.5 
OEF iShares S&P 100 ETF
-0.69%
-$22,948.4 
HIO Western Asset High Income Opportunity Fund Inc.
-0.68%
-$260.2 
FYC First Trust Small Cap Growth Fund
-0.68%
-$9,647.55 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.67%
-$6,596.41 
VIS Vanguard Industrials ETF
-0.65%
-$2,309.12 
LRGF iShares U.S. Equity Factor ETF
-0.6%
-$62.1 
F Ford Motor Company
-0.6%
-$109.22 
QGRO American Century U.S. Quality Growth ETF
-0.6%
-$26,196.63 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.59%
-$9,476.5 
VOO Vanguard S&P 500 ETF
-0.58%
-$18,630.69 
IVV iShares Core S&P 500 ETF
-0.58%
-$1,522.4 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$4,376.1 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.57%
-$1,035.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$279 
VUSE Vident U.S. Equity Strategy ETF
-0.55%
-$587.05 
EPS WisdomTree U.S. LargeCap Fund
-0.54%
-$950.73 
XLI Industrial Select Sector SPDR Fund
-0.54%
-$8,984.14 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$5.94 
JXI iShares Global Utilities ETF
-0.53%
-$3,695.4 
BP BP p.l.c. Sponsored ADR
-0.51%
-$16.8 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.5%
-$169.05 
SPXE ProShares S&P 500 Ex-Energy ETF
-0.5%
-$142.31 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.49%
-$4,321.62 
CCL Carnival Corporation Ltd.
-0.47%
-$52.75 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.47%
-$140.61 
TDV ProShares S&P Technology Dividend Aristocrats ETF
-0.47%
-$615.94 
IXG iShares Global Financials ETF
-0.46%
-$1,329.8 
SCHW Charles Schwab Corporation
-0.45%
-$34.96 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.44%
-$250.2 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.43%
-$41.62 
ABNB Airbnb, Inc.
-0.43%
-$2.56 
IBB iShares Biotechnology ETF
-0.42%
-$32.08 
NOC Northrop Grumman Corporation
-0.4%
-$114.95 
IYF iShares U.S. Financials ETF
-0.33%
-$4,981.68 
DSL DoubleLine Income Solutions Fund
-0.33%
-$117.25 
DMAY FT Vest US Equity Deep Buffer Fund
-0.32%
-$1,262.1 
KCE SPDR S&P Capital Markets ETF
-0.3%
-$85.75 
BAC Bank of America Corporation
-0.3%
-$79.18 
FRO Frontline plc
-0.29%
-$1.98 
FMAY FT Vest U.S. Equity Buffer ETF
-0.27%
-$345.19 
FSMD Fidelity Small-Mid Multifactor ETF
-0.26%
-$3,942.41 
PANW Palo Alto Networks, Inc.
-0.26%
-$1,837.05 
XLC Communication Services Select Sector SPDR Fund
-0.23%
-$23.05 
GOF Guggenheim Strategic Opportunities Fund
-0.23%
-$73.5 
PGX Invesco Preferred ETF
-0.23%
-$4.78 
DJUN FT VEST US Equity Deep Buffer Fund
-0.22%
-$2,631.31 
VAW Vanguard Materials ETF
-0.18%
-$14.35 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.17%
-$2,314.36 
FEX First Trust Large Cap Core Fund A
-0.17%
-$846.32 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.16%
-$742.65 
FMAR FT Vest U.S. Equity Buffer ETF
-0.16%
-$244.37 
WH Wyndham Hotels & Resorts, Inc.
-0.15%
-$30.24 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.15%
-$21.11 
TLT iShares 20+ Year Treasury Bond ETF
-0.15%
-$6.15 
NEE NextEra Energy, Inc.
-0.15%
-$58.11 
AMTM Amentum Holdings, Inc.
-0.14%
-$3.9 
PSCQ Pacer Swan SOS Fund of Funds ETF
-0.14%
-$271.59 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$31.86 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.13%
-$506.38 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.13%
-$914.03 
DNOV FT Vest US Equity Deep Buffer Fund
-0.13%
-$1,748.57 
FAUG FT Vest U.S. Equity Buffer ETF
-0.11%
-$16.25 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.11%
-$241.31 
EVV Eaton Vance Limited Duration Income Fund
-0.11%
-$3.04 
XLF Financial Select Sector SPDR Fund
-0.11%
-$1,417.14 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.1%
-$868.05 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$5.89 
BUFT FT Vest Buffered Allocation Mutual Fund
-0.1%
-$8.47 
DMAR FT Vest US Equity Deep Buffer Fund
-0.09%
-$344.52 
VPU Vanguard Utilities ETF
-0.08%
-$93.72 
PSCJ Pacer Swan SOS Conservative ETF
-0.08%
-$500.07 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$17.3 
FUTY Fidelity MSCI Utilities Index ETF
-0.07%
-$255.96 
SDSI American Century Short Duration Strategic Income ETF
-0.07%
-$648.34 
SPTB SPDR Portfolio Treasury ETF
-0.07%
-$3.84 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$7.17 
VO Vanguard Mid-Cap ETF
-0.06%
-$256.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$7.47 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$0.46 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$7.87 
KORP American Century Diversified Corporate Bond ETF
-0.05%
-$610.67 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$36.05 
SPBO SPDR Portfolio Corporate Bond ETF
-0.05%
-$4.41 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.05%
-$1.09 
TIP iShares TIPS Bond ETF
-0.05%
-$5.67 
PSCW Pacer Swan SOS Conservative ETF April
-0.05%
-$140.06 
MBB iShares MBS ETF
-0.05%
-$4.82 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.04%
-$1,608.23 
RDVY First Trust Rising Dividend Achievers ETF
-0.04%
-$277.14 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$2.58 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$1.31 
HYLS FT Tactical High Yield ETF
-0.03%
-$0.61 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$9.07 
JETS U.S. Global Jets ETF
-0.02%
-$16.64 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.01%
-$155.66 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.01%
-$0.18 
GVI iShares Intermediate Government Bond ETF
-0.01%
-$0.91 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2043 | Longs Won 1344/2043 65% | Profit Factor 22.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $85,837.27 |
| Average Win $28,613.28 | Best Trade (Jul 14) $2.08M | Sharpe Ratio -9.93 |
| Average Loss -$2,413.94 | Worst Trade (Jul 14) -$144,719.22 | Z-Score 11.74 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $17,997.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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